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First Trust New Opportunities shares owned by Private Advisor

Quarter-by-quarter ownership of First Trust New Opportunities (FPL) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in First Trust New Opportunities

Tip: Access up to 7 years of quarterly data

All positions including First Trust New Opportunities held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust New Opportunities by Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $507k 74k 6.88
2023-09-30 $704k 113k 6.26
2023-06-30 $760k 118k 6.47
2023-03-31 $644k 108k 5.98
2022-12-31 $712k 118k 6.02
2022-09-30 $915k 167k 5.48
2022-06-30 $1.2M 201k 5.78
2022-03-31 $1.1M 177k 6.31
2021-12-31 $582k 106k 5.47
2021-09-30 $1.1M 191k 5.68
2021-06-30 $441k 75k 5.91
2021-03-31 $99k 19k 5.32
2020-12-31 $80k 19k 4.30
2020-06-30 $2.0k 555 3.60